+207.0%
ET vs SUI
+115.7%
+91.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +0.8% |
| 7D | -7.9% | +6.2% | -14.1% | -9.5% |
| 30D | -5.9% | +8.6% | -14.5% | -8.3% |
| 3M | -5.2% | +1.0% | -6.2% | -5.9% |
| 6M | +0.3% | -2.6% | +2.9% | +0.5% |
| YTD | +23.1% | -0.1% | +23.2% | +22.2% |
| 1Y | +22.7% | +0.5% | +22.3% | +21.6% |
| 3Y | +75.4% | +15.3% | +60.1% | +63.9% |
| 5Y | +202.6% | -26.1% | +228.8% | +220.3% |
| All | +207.0% | +115.7% | +91.2% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling